Branch Consultant/ Financial Advisor - Centurion

In brief

**Overview** This role is for a Branch Consultant/Financial Advisor in Centurion within the Sanlam Group, specifically for Sanlam Retail Mass (SRM). The position involves promoting SRM’s products, increasing market share, and providing sound financial advice and high-level client service in a branch setting. Sanlam emphasizes building strong, lasting relationships with employees and offers opportunities for growth and development across its various business clusters. **What you will do** The primary responsibilities include: * Promoting Sanlam Retail Mass (SRM) products and increasing market share. * Providing sound financial advice and a high level of client service in a Branch context. * Creating opportunities for client optimisation and cross-selling value-added products. * Gaining and maintaining an in-depth understanding of SRM product ranges. * Understanding customer needs, financial goals, and means, and providing suitable products. * Continuously updating customers on new or changed products and managing portfolio implications. * Validating client details according to product and regulatory requirements and submitting new business. * Conducting due diligence on clients to identify and flag risks. * Managing personal capacity to prioritize daily appointments while capitalizing on walk-in clients. * Servicing and managing all client profiles to ensure client retention. * Sending payment reminders, conducting follow-ups, and addressing client queries. * Managing and reporting on Not Taken Up (NTUs) clients, implementing controls and corrective actions. * Managing the persistency of client payments. * Gaining insight into client risk profiles to proactively identify support needs. * Consulting with clients on alternative payment arrangements and ensuring processing. * Applying product knowledge to guide clients through policy cancellations and provide alternatives. * Resolving various client queries in the branch or escalating them using the existing framework, providing continuous feedback. * Remaining up to date with and adhering to compliance and quality standards. * Keeping up to date with own registration, product knowledge, and maintenance of CPD points. * Identifying risks and flagging potentially fraudulent activities. * Keeping and storing relevant records of advice. * Logging all activities per regulations and standard operating procedures, providing data for reporting. * Reporting on activities daily using relevant technology platforms. * Collating data for weekly and monthly reporting deadlines. * Performing any ad-hoc requirements as requested by the Retail Branch Manager. **Requirements (from the original advert)** **Qualification and Experience:** * 1-year experience in a sales or marketing capacity * Experience within insurance branches an advantage * Matric Grade 12 * RE5 advantageous * FAIS Compliant Wealth Management as per DOFA requirements * Class of Business training to be completed within 12-months of employment **Knowledge and Skills:** * Broker Support * Administration and processing of new and existing business * Business Building * Partnership Building * Coach and develop others **Personal Attributes:** * Business insight - Contributing independently * Decision quality - Contributing independently * Builds effective teams - Contributing independently * Plans and aligns - Contributing independently **Core Competencies:** * Cultivates innovation - Contributing independently * Customer focus - Contributing independently * Drives results - Contributing independently * Collaborates - Contributing independently * Being resilient - Contributing independently **Who should apply** This role is suited for an individual with a strong sales and customer service orientation, capable of providing financial advice and managing client relationships within a branch environment. The ideal candidate should have at least one year of sales or marketing experience, a Matric Grade 12 qualification, and be FAIS Compliant in Wealth Management. Experience in insurance branches and RE5 certification are advantageous. The candidate must be committed to continuous learning, compliance, and maintaining professional development points. They should possess strong organizational, reporting, and problem-solving skills, with a focus on client retention and adherence to quality standards. Key personal attributes include business insight, decision quality, teamwork, planning ability, innovation, customer focus, drive for results, collaboration, and resilience. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/branch-consultant-financial-advisor-centurion-sanlam-5 Source: myjobmag

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